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Summit Financial’s iShares MSCI India Small-Cap ETF SMIN Stock Holding History

Summit Financial’s Portfolio SMIN Stock Details SMIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.36M Sell
39,316
-877
-2% -$57.3K 0.03% 529
2025
Q4 		$2.81M Buy
40,193
+3,036
+8% +$219K 0.04% 398
2025
Q3 		$2.66M Buy
+37,157
New +$2.76M 0.04% 407

Other funds holding SMIN

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Summit Financial's SMIN Position: Q1 2026 in Review

Summit Financial reduced its iShares MSCI India Small-Cap ETF (SMIN) stake by 2.2% in Q1 2026, selling an estimated $57.3K and leaving 39,316 shares worth $2.36M. The position accounts for 0.03% of the portfolio, ranked #529.

Summit Financial first reported a position in SMIN in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.81M in Q4 2025. 110 funds tracked by Wall St. Rank hold SMIN as of Q1 2026.

  • Summit Financial held 39,316 shares of iShares MSCI India Small-Cap ETF worth $2.36M as of Q1 2026.
  • Summit Financial sold 877 iShares MSCI India Small-Cap ETF shares in Q1 2026, an estimated $57.3K.
  • iShares MSCI India Small-Cap ETF made up 0.03% of Summit Financial's portfolio in Q1 2026, its #529 holding.
  • Summit Financial first reported a position in iShares MSCI India Small-Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's iShares MSCI India Small-Cap ETF position peaked at $2.81M in Q4 2025.
  • 110 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.